Healthequity, Inc.
HQY- 交易所
- Nasdaq
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001428336
近 90 天，Healthequity, Inc. 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 501 家機構在 13F 申報持有，市值合計 $81.0 億；沒有大師持有。
2023 年第 4 季 13F 持有人
Healthequity, Inc. 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 352
- 較 2023 年第 3 季 +17 家
- 持有股數
- 8,532 萬
- 較 2023 年第 3 季 −233.5 萬 (−2.7%)
- 總市值
- $56.6 億
- 較 2023 年第 3 季 −$7.49 億 (−11.7%)
- 新進機構
- 58
- 另有 111 家加碼
- 清倉機構
- 41
- 另有 133 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HQY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 501 | $81.0 億 |
| 2026 年第 1 季 | 488 | $72.1 億 |
| 2025 年第 4 季 | 513 | $81.6 億 |
| 2025 年第 3 季 | 495 | $83.8 億 |
| 2025 年第 2 季 | 487 | $95.6 億 |
| 2025 年第 1 季 | 464 | $82.0 億 |
| 2024 年第 4 季 | 441 | $86.6 億 |
| 2024 年第 3 季 | 404 | $72.5 億 |
| 2024 年第 2 季 | 386 | $75.9 億 |
| 2024 年第 1 季 | 367 | $70.7 億 |
| 2023 年第 4 季 | 352 | $56.6 億 |
| 2023 年第 3 季 | 343 | $64.1 億 |
| 2023 年第 2 季 | 317 | $53.5 億 |
| 2023 年第 1 季 | 311 | $49.9 億 |
| 2022 年第 4 季 | 323 | $51.4 億 |
| 2022 年第 3 季 | 310 | $57.6 億 |
| 2022 年第 2 季 | 308 | $51.4 億 |
| 2022 年第 1 季 | 298 | $56.4 億 |
| 2021 年第 4 季 | 282 | $36.1 億 |
| 2021 年第 3 季 | 286 | $52.3 億 |
| 2021 年第 2 季 | 286 | $67.8 億 |
| 2021 年第 1 季 | 285 | $56.1 億 |
2023 年第 4 季持有機構
每家機構持有 Healthequity, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 25,609 | $169.8 萬 | 0.00% | +25,609 | 新進 |
| Two Sigma Investments, LP | 26,168 | $173.5 萬 | 0.00% | +6,068+30.2% | 加碼 |
| Advisory Research Inc | 26,285 | $174.3 萬 | 0.27% | −35,324−57.3% | 減碼 |
| Renaissance Group LLC | 27,832 | $184.8 萬 | 0.08% | +27,832 | 新進 |
| UBS Group AG | 29,514 | $195.7 萬 | 0.00% | −81,337−73.4% | 減碼 |
| Qube Research & Technologies Ltd | 30,422 | $201.7 萬 | 0.00% | +28,964+1,986.6% | 加碼 |
| Forest Hill Capital, LLC | 30,476 | $202.1 萬 | 1.06% | +30,476 | 新進 |
| National Philanthropic Trust | 31,000 | $205.5 萬 | 0.05% | +31,000 | 新進 |
| Los Angeles Capital Management LLC | 33,589 | $222.7 萬 | 0.01% | −30,871−47.9% | 減碼 |
| New York State Common Retirement Fund | 33,700 | $223.4 萬 | 0.00% | −71,109−67.8% | 減碼 |
| McKinley Capital Management LLC /Delaware | 34,460 | $228.5 萬 | 0.29% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 34,794 | $230.7 萬 | 0.00% | −10,229−22.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 34,900 | $231.4 萬 | 0.08% | +7,376+26.8% | 加碼 |
| Nordea Investment Management AB | 35,222 | $233.7 萬 | 0.00% | −356−1.0% | 減碼 |
| Advantage Alpha Capital Partners LP | 35,524 | $235.5 萬 | 0.45% | −60,777−63.1% | 減碼 |
| AQR Capital Management LLC | 37,018 | $245.4 萬 | 0.00% | +29,108+368.0% | 加碼 |
| LPL Financial LLC | 37,374 | $247.8 萬 | 0.00% | +1,453+4.0% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 37,820 | $250.7 萬 | 0.04% | +37,820 | 新進 |
| Oberweis Asset Management Inc | 38,700 | $256.6 萬 | 0.24% | +38,700 | 新進 |
| Eaton Financial Holdings Company, LLC | 39,191 | $259.8 萬 | 0.63% | −1,436−3.5% | 減碼 |
| Amussen Hunsaker Associates LLC | 39,460 | $261.6 萬 | 0.53% | −3,359−7.8% | 減碼 |
| Beck Bode, LLC | 39,598 | $262.5 萬 | 0.59% | −1,864−4.5% | 減碼 |
| Yousif Capital Management, LLC | 40,544 | $268.8 萬 | 0.03% | −305−0.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 41,107 | $272.5 萬 | 0.00% | −421−1.0% | 減碼 |
| State of Tennessee, Treasury Department | 41,200 | $273.2 萬 | 0.01% | −8,800−17.6% | 減碼 |
| Vontobel Holding Ltd. | 41,801 | $277.1 萬 | 0.02% | +22,904+121.2% | 加碼 |
| Agf Management Ltd | 42,021 | $278.6 萬 | 0.02% | −2,745−6.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 42,750 | $283.4 萬 | 0.01% | −13,458−23.9% | 減碼 |
| King Luther Capital Management Corp | 42,787 | $283.7 萬 | 0.01% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 44,802 | $297.0 萬 | 0.16% | −3,820−7.9% | 減碼 |
| Russell Investments Group, Ltd. | 45,586 | $302.2 萬 | 0.01% | −11,480−20.1% | 減碼 |
| Neuberger Berman Group LLC | 46,912 | $311.0 萬 | 0.00% | −4,217−8.2% | 減碼 |
| M&T Bank Corp | 47,174 | $312.8 萬 | 0.01% | −5,056−9.7% | 減碼 |
| Price T Rowe Associates Inc | 48,019 | $318.4 萬 | 0.00% | +2,712+6.0% | 加碼 |
| Madison Asset Management, LLC | 48,636 | $322.5 萬 | 0.04% | +34,801+251.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 50,250 | $333.2 萬 | 0.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 51,281 | $340.0 萬 | 0.03% | −1,400−2.7% | 減碼 |
| Amalgamated Bank | 53,636 | $355.6 萬 | 0.03% | −676−1.2% | 減碼 |
| Gradient Investments LLC | 57,387 | $380.5 萬 | 0.09% | +8,615+17.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 58,035 | $384.8 萬 | 0.05% | −3,861−6.2% | 減碼 |
| Comerica Bank | 58,829 | $390.0 萬 | 0.02% | +339+0.6% | 加碼 |
| Graham Capital Management, L.P. | 61,602 | $408.4 萬 | 0.13% | +61,602 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 62,374 | $413.5 萬 | 0.05% | −2,594−4.0% | 減碼 |
| Great West Life Assurance Co | 64,322 | $425.4 萬 | 0.01% | −163−0.3% | 減碼 |
| Fred Alger Management, LLC | 66,888 | $443.5 萬 | 0.02% | −117,313−63.7% | 減碼 |
| HSBC Holdings PLC | 67,991 | $449.0 萬 | 0.00% | +67,991 | 新進 |
| Twinbeech Capital LP | 68,255 | $452.5 萬 | 0.07% | +68,255 | 新進 |
| Natixis | 71,695 | $475.3 萬 | 0.04% | +71,695 | 新進 |
| CIBC Private Wealth Group, LLC | 73,930 | $490.2 萬 | 0.01% | 00.0% | 不變 |
| Texas Permanent School Fund | 73,971 | $490.4 萬 | 0.04% | +1,381+1.9% | 加碼 |
| Thematics Asset Management | 74,385 | $493.2 萬 | 0.22% | −6,217−7.7% | 減碼 |
| Trexquant Investment LP | 75,117 | $498.0 萬 | 0.11% | +75,117 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 75,190 | $498.5 萬 | 0.13% | +20,670+37.9% | 加碼 |
| Kornitzer Capital Management Inc | 75,326 | $499.4 萬 | 0.10% | −188,492−71.4% | 減碼 |
| UMA Financial Services, Inc. | 67,874 | $508.6 萬 | 1.14% | +290.0% | 加碼 |
| Envestnet Asset Management Inc | 80,441 | $533.3 萬 | 0.00% | −4,176−4.9% | 減碼 |
| Wells Fargo & Company | 82,400 | $546.3 萬 | 0.00% | +1,145+1.4% | 加碼 |
| New York State Teachers Retirement System | 82,651 | $548.0 萬 | 0.01% | −100−0.1% | 減碼 |
| Inspirion Wealth Advisors, LLC | 85,005 | $562.5 萬 | 1.01% | +50.0% | 加碼 |
| NBW Capital LLC | 86,615 | $574.3 萬 | 1.26% | −1,033−1.2% | 減碼 |
| HighTower Advisors, LLC | 88,107 | $584.4 萬 | 0.01% | +1,167+1.3% | 加碼 |
| Voya Investment Management LLC | 88,536 | $587.0 萬 | 0.01% | +3,801+4.5% | 加碼 |
| Deutsche Bank AG | 88,588 | $587.3 萬 | 0.00% | +239+0.3% | 加碼 |
| California State Teachers Retirement System | 90,110 | $597.4 萬 | 0.01% | −4,028−4.3% | 減碼 |
| MetLife Investment Management | 90,928 | $602.9 萬 | 0.04% | −671−0.7% | 減碼 |
| DFPG Investments, LLC | 96,102 | $650.6 萬 | 0.51% | −1,060−1.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 101,306 | $671.7 萬 | 0.00% | −3,230−3.1% | 減碼 |
| Public Employees Retirement System of Ohio | 102,196 | $677.6 萬 | 0.03% | +12,765+14.3% | 加碼 |
| Mutual of America Capital Management LLC | 102,200 | $677.6 萬 | 0.08% | +3,905+4.0% | 加碼 |
| Castleark Management LLC | 102,770 | $681.4 萬 | 0.30% | +32,080+45.4% | 加碼 |
| UBS Asset Management Americas Inc | 103,709 | $687.6 萬 | 0.00% | −2,994−2.8% | 減碼 |
| Retirement Systems of Alabama | 107,243 | $711.0 萬 | 0.03% | +522+0.5% | 加碼 |
| State of Wisconsin Investment Board | 112,157 | $743.6 萬 | 0.02% | −2,653−2.3% | 減碼 |
| First Trust Advisors LP | 117,542 | $779.3 萬 | 0.01% | +28,228+31.6% | 加碼 |
| GM Advisory Group, Inc. | 120,355 | $798.0 萬 | 0.60% | +90,329+300.8% | 加碼 |
| Motley Fool Asset Management LLC | 121,316 | $804.3 萬 | 0.60% | +963+0.8% | 加碼 |
| Peregrine Capital Management LLC | 123,442 | $818.4 萬 | 0.25% | −7,437−5.7% | 減碼 |
| Legal & General Group Plc | 132,491 | $878.4 萬 | 0.00% | +1,590+1.2% | 加碼 |
| Credit Suisse AG | 134,477 | $891.6 萬 | 0.01% | −156,404−53.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 137,577 | $912.1 萬 | 0.02% | −3,361−2.4% | 減碼 |
| Motley Fool Wealth Management, LLC | 139,580 | $926.2 萬 | 0.49% | −1,655−1.2% | 減碼 |
| Jane Street Group, LLC | 140,658 | $932.6 萬 | 0.01% | +108,209+333.5% | 加碼 |
| California Public Employees Retirement System | 145,902 | $967.3 萬 | 0.01% | −4,446−3.0% | 減碼 |
| Putnam Investments LLC | 154,209 | $1,022 萬 | 0.01% | −96,161−38.4% | 減碼 |
| American International Group, Inc. | 156,761 | $1,039 萬 | 0.04% | −4,908−3.0% | 減碼 |
| Scout Investments, Inc. | 160,104 | $1,061 萬 | 0.27% | −7,244−4.3% | 減碼 |
| Swiss National Bank | 168,700 | $1,118 萬 | 0.01% | −19,200−10.2% | 減碼 |
| Raymond James & Associates | 170,583 | $1,131 萬 | 0.01% | −2,164−1.3% | 減碼 |
| Alliancebernstein L.P. | 185,825 | $1,232 萬 | 0.00% | +816+0.4% | 加碼 |
| Great Lakes Advisors, LLC | 186,977 | $1,240 萬 | 0.12% | +113,047+152.9% | 加碼 |
| Barclays PLC | 191,783 | $1,272 萬 | 0.01% | +136,643+247.8% | 加碼 |
| Citadel Advisors LLC | 192,403 | $1,276 萬 | 0.01% | +84,441+78.2% | 加碼 |
| Cambiar Investors LLC | 200,060 | $1,326 萬 | 0.52% | +2,391+1.2% | 加碼 |
| Eagle Asset Management Inc | 220,485 | $1,462 萬 | 0.08% | +7,187+3.4% | 加碼 |
| Glenmede Trust Co NA | 222,875 | $1,478 萬 | 0.08% | −15,462−6.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 227,255 | $1,507 萬 | 0.08% | +22,545+11.0% | 加碼 |
| Ameriprise Financial Inc | 228,834 | $1,517 萬 | 0.00% | +10,268+4.7% | 加碼 |
| DF Dent & Co Inc | 253,250 | $1,679 萬 | 0.22% | +4,901+2.0% | 加碼 |
| Summit Creek Advisors LLC | 254,790 | $1,689 萬 | 2.26% | −21,723−7.9% | 減碼 |
| Rhumbline Advisers | 271,226 | $1,798 萬 | 0.02% | −3,311−1.2% | 減碼 |